Consequences

vindex · 05-19-07, 10:06 AM

Believe me, any investor is interested in what customers are saying about a company. It's like what they say -- if you hear from 1 unhappy customer, there are probably 99 others out there.

The PC platform accounts for 16% of Ubi's game sales. That may not sound like a lot, but it make PCs a close #3 among Ubi's platform segments. So I don't think they can just blow off PC gamers.

I realize Ubi is not one entity. The decision-makers on the patch probably don't even know or care about Ubi's investor relations, or its stock. But the people who manage the people who manage them do.

According to Citigroup's latest analyst report, the reason people have been buying Ubi's stock, and why it is considered a good buy, is that they are a likely target to be acquired by EA. Hmmm. Any bad news, such as a customer revolt, would really throw a wet towel on such a promising possibility. Or, if EA still went ahead, it would certainly affect the VALUATION Ubi got on exit because it would affect growth projections. See why investors care?

BTW, all financial analysts speak English, in Asia and Europe. It's a basic job requirement.

Do not underestimate your power. Capitalism works. You just have to know how to make it work.

The reason I posted this separately is so I could easily include the link in an email to Ubisoft's Investor Relations Dept.

05-19-07, 10:06 AM	#5
vindex Planesman Join Date: Apr 2007 Posts: 192 Downloads: 17 Uploads: 0	Believe me, any investor is interested in what customers are saying about a company. It's like what they say -- if you hear from 1 unhappy customer, there are probably 99 others out there. The PC platform accounts for 16% of Ubi's game sales. That may not sound like a lot, but it make PCs a close #3 among Ubi's platform segments. So I don't think they can just blow off PC gamers. I realize Ubi is not one entity. The decision-makers on the patch probably don't even know or care about Ubi's investor relations, or its stock. But the people who manage the people who manage them do. According to Citigroup's latest analyst report, the reason people have been buying Ubi's stock, and why it is considered a good buy, is that they are a likely target to be acquired by EA. Hmmm. Any bad news, such as a customer revolt, would really throw a wet towel on such a promising possibility. Or, if EA still went ahead, it would certainly affect the VALUATION Ubi got on exit because it would affect growth projections. See why investors care? BTW, all financial analysts speak English, in Asia and Europe. It's a basic job requirement. Do not underestimate your power. Capitalism works. You just have to know how to make it work. The reason I posted this separately is so I could easily include the link in an email to Ubisoft's Investor Relations Dept.